INTEGRATED WEALTH CONCEPTS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | OKLO | 3K | $324.48K |
 | TPL | 3K | $2.68M |
 | TEM | 3K | $222.95K |
 | CLS | 3K | $678.87K |
 | HCA | 3K | $1.17M |
 | KKR | 3K | $349.60K |
 | DGX | 3K | $506.43K |
 | CRDO | 3K | $382.37K |
 | CW | 3K | $1.41M |
 | SF | 3K | $293.67K |
 | APP | 3K | $1.85M |
 | BANF | 3K | $322.83K |
 | CROX | 3K | $209.79K |
 | EWBC | 3K | $266.52K |
 | SNA | 3K | $866.66K |
 | RYTM | 2K | $251.57K |
 | FRT | 2K | $252.03K |
 | ZBH | 2K | $244.79K |
 | MSCI | 2K | $1.40M |
 | TRU | 2K | $206.00K |
Oklo Inc.
OKLO
Shares Held
3K
Value
$324.48K
Texas Pacific Land Corporation
TPL
Shares Held
3K
Value
$2.68M
Tempus AI, Inc.
TEM
Shares Held
3K
Value
$222.95K
Celestica Inc.
CLS
Shares Held
3K
Value
$678.87K
HCA Healthcare, Inc.
HCA
Shares Held
3K
Value
$1.17M
KKR & Co. Inc.
KKR
Shares Held
3K
Value
$349.60K
Quest Diagnostics Incorporated
DGX
Shares Held
3K
Value
$506.43K
Credo Technology Group Holding Ltd
CRDO
Shares Held
3K
Value
$382.37K
Curtiss-Wright Corporation
CW
Shares Held
3K
Value
$1.41M
Stifel Financial Corp.
SF
Shares Held
3K
Value
$293.67K
AppLovin Corporation
APP
Shares Held
3K
Value
$1.85M
BancFirst Corporation
BANF
Shares Held
3K
Value
$322.83K
Crocs, Inc.
CROX
Shares Held
3K
Value
$209.79K
East West Bancorp, Inc.
EWBC
Shares Held
3K
Value
$266.52K
Snap-on Incorporated
SNA
Shares Held
3K
Value
$866.66K
Rhythm Pharmaceuticals, Inc.
RYTM
Shares Held
2K
Value
$251.57K
Federal Realty Investment Trust
FRT
Shares Held
2K
Value
$252.03K
Zimmer Biomet Holdings, Inc.
ZBH
Shares Held
2K
Value
$244.79K
MSCI Inc.
MSCI
Shares Held
2K
Value
$1.40M
TransUnion
TRU
Shares Held
2K
Value
$206.00K